See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,987 | $102,616+119.3% | $81,983+174.4% | $158,922+41.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.52% | 61.04%-47.5pp | 41.31%-27.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $11,056 | $3,240+241.2% | $2,498+342.6% | $4,761+132.2% |
| Participant deferral / active EE | $8,949 | $4,648+92.5% | $3,722+140.4% | $5,982+49.6% |
| Admin fee / account holder | $36,278 | $8,235+340.6% | $5,664+540.5% | $11,246+222.6% |